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Last December, Andreessen Horowitz (a16z) released its annual "2026 Macro Vision" report, offering deep insights into the cryptocurrency industry. What this report suggests is not just technological evolution, but a fundamental shift in the industry's core values. So, within this vision, which projects will have true competitive strength?
Payment and Stablecoin Revolution: Execution Capability Is the Deciding Factor
Stablecoins are no longer just a layer for cryptocurrency payments. As pointed out by a16z, they are evolving into the very infrastructure of internet payments. With annual transaction volumes reaching trillions of dollars, the question is "Are stablecoins effective?"

Trump's bold policy to address the housing crisis involves a $200 billion mortgage-backed securities purchase plan, aiming to lower mortgage rates and improve homebuying capacity amid rising inflation and economic challenges. This move reflects a direct economic intervention and political strategy intertwined.

Hasaeb, managing partner at Dragonfly, predicts significant shifts in the crypto market by 2026, with Bitcoin's price rising but its market share declining. Layer 1 blockchains may see varied performances, and stablecoins will likely witness increased concentration. Regulatory changes and technological maturation will reshape the market landscape.

JPMorgan Chase's data indicates a surge in foreign investors purchasing U.S. corporate bonds, reaching the highest pace in three years. Despite a recent dip, interest in U.S. bonds remains strong, driven by stable yields and favorable conditions.

In early February, India faced a pivotal economic moment with the announcement of a record debt issuance plan by the government, leading to market concerns. Finance Minister Nirmala Sitharaman revealed a borrowing of 17.2 trillion rupees, surpassing previous estimates and heightening fears of rising bond yields and currency devaluation.

The appointment of a new Fed Chair can significantly impact global financial markets, influencing interest rate policies and liquidity. Investors must manage risks and remain calm amidst market volatility to adapt effectively.

One account has established a short position of 361,995 Silver in the margin market, using 20x leverage, with floating losses exceeding $6.5 million. This case demonstrates the risks of high-leverage trading; as positions and losses expand, market volatility can trigger significant losses.

In the volatile crypto market, futures liquidations have surged, with 1928374656574839201 million liquidated in just one hour and a total of 1928374656574839201 million over 24 hours. This reflects high market volatility and increased leverage risk, highlighting the importance of strong risk management.

The Brazilian Central Bank suggests a significant shift in monetary policy, with an agreement among committee members on the need to maintain current interest rates. A potential transition to a rate-cutting cycle is anticipated, aiming for economic stability and growth through careful monitoring of economic conditions and data.

This essay discusses strategies for determining the right timing to invest in Bitcoin within the volatile cryptocurrency market. It emphasizes the importance of understanding market conditions, utilizing technical analysis, maintaining a long-term perspective, and managing emotions to make informed investment decisions.

Investing in cryptocurrencies offers high returns, but effective tax management is essential for success. This article explains the complex tax implications in Japan and strategies for loss offsetting to minimize tax burdens. Understanding these elements is crucial for maximizing profits from crypto investments.

Volkswagen Group's CEO Oliver Blume announced a significant shift in management policy, abandoning Audi's dedicated production platform in the U.S. due to pressures from automotive tariffs. The company faced a loss of €2.1 billion in just nine months from U.S. tariffs, undermining ambitious plans. Consequently, Volkswagen retracted its goal of a 10% market share in the U.S., labeling it outdated and opting for a conservative growth approach instead. The decision led to a €20 billion cut in global investment, impacting platform development, while Audi became the only major German luxury brand without a U.S. assembly plant, relying heavily on a Mexican supply chain now affected by tariffs. This shift reflects broader structural challenges facing the global automotive industry.

The FRB's $8.3 billion purchase of Treasury securities on January 20, 2026, is part of its 3b policy framework aimed at providing liquidity in response to geopolitical tensions and uncertainty, impacting the Bitcoin market and overall financial system.

Elon Musk recently unveiled xAI's innovative, personalized recommendation page aimed at providing neutral content devoid of political bias. This project seeks to enhance user experience through data-driven approaches and quality-based content ranking.

South Korea's cryptocurrency market is undergoing structural reforms, with regulatory bodies assessing competition. The "one exchange-one bank" model may intensify market concentration, limiting access for smaller firms and raising entry barriers, while ongoing discussions around stablecoin regulations add to the complexity of market oversight.

As of 2026, U.S. financial regulators are considering incorporating cryptocurrencies like Bitcoin into stress test frameworks, indicating a significant shift in risk management for the banking sector. This gradual regulatory strategy aims to adapt to market changes while enhancing risk management practices within banks, highlighting the growing importance of digital assets in the traditional financial system.